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Community Financial System, Inc.

CBU
Exchange
NYSE
Industry
National Commercial Banks
SEC CIK
0000723188

In the last 90 days, Community Financial System, Inc. insiders filed 3 open-market purchases and 0 sales; 280 institutions reported holding it in 13F filings for Q2 2026, worth $2.75B in total; no superinvestor holds it.

13F holders, Q2 2025

Institutional positions in Community Financial System, Inc. as of Jun 30, 2025. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
259
−8 vs. Q1 2025
Shares held
39.2M
+435.9K (+1.1%) vs. Q1 2025
Total value
$2.23B
+$24.6M (+1.1%) vs. Q1 2025
New holders
19
103 more added
Sold out
27
79 more reduced

Compare with Q1 2025: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting CBU on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ2 2025: 259 institutions
Q1 2021: 211 institutionsQ2 2021: 221 institutionsQ3 2021: 237 institutionsQ4 2021: 244 institutionsQ1 2022: 244 institutionsQ2 2022: 240 institutionsQ3 2022: 249 institutionsQ4 2022: 254 institutionsQ1 2023: 245 institutionsQ2 2023: 222 institutionsQ3 2023: 236 institutionsQ4 2023: 245 institutionsQ1 2024: 235 institutionsQ2 2024: 245 institutionsQ3 2024: 255 institutionsQ4 2024: 254 institutionsQ1 2025: 267 institutionsQ2 2025: 259 institutionsQ3 2025: 255 institutionsQ4 2025: 264 institutionsQ1 2026: 265 institutionsQ2 2026: 280 institutions
Value heldQ2 2025: $2.23B
Q1 2021: $2.94BQ2 2021: $2.89BQ3 2021: $2.60BQ4 2021: $2.81BQ1 2022: $2.65BQ2 2022: $2.41BQ3 2022: $2.35BQ4 2022: $2.43BQ1 2023: $2.06BQ2 2023: $1.92BQ3 2023: $1.69BQ4 2023: $2.05BQ1 2024: $1.83BQ2 2024: $1.78BQ3 2024: $2.18BQ4 2024: $2.38BQ1 2025: $2.21BQ2 2025: $2.23BQ3 2025: $2.30BQ4 2025: $2.30BQ1 2026: $2.35BQ2 2026: $2.75B
Institutions holding CBU and their total value by quarter
QuarterHoldersValue
Q2 2026280$2.75B
Q1 2026265$2.35B
Q4 2025264$2.30B
Q3 2025255$2.30B
Q2 2025259$2.23B
Q1 2025267$2.21B
Q4 2024254$2.38B
Q3 2024255$2.18B
Q2 2024245$1.78B
Q1 2024235$1.83B
Q4 2023245$2.05B
Q3 2023236$1.69B
Q2 2023222$1.92B
Q1 2023245$2.06B
Q4 2022254$2.43B
Q3 2022249$2.35B
Q2 2022240$2.41B
Q1 2022244$2.65B
Q4 2021244$2.81B
Q3 2021237$2.60B
Q2 2021221$2.89B
Q1 2021211$2.94B

Institutions, Q2 2025

Shares, value and share of portfolio for each institution holding Community Financial System, Inc.; share changes are against Q1 2025.

Institutions holding CBU in Q2 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Banque Pictet & Cie SA6,028$342.8K0.00%−405−6.3%Reduced
Riggs Asset Managment Co. Inc.6,028$342.8K0.08%00.0%Unchanged
Allegheny Financial Group LTD6,122$348.2K0.08%+10+0.2%Added
The PNC Financial Services Group, Inc.6,423$365.3K0.00%−78−1.2%Reduced
Minerva Advisors LLC6,618$366.5K0.24%00.0%Unchanged
Tower Research Capital LLC (TRC)6,474$368.2K0.01%+4,360+206.2%Added
CIBC World Markets Corp6,527$371.2K0.00%−5,082−43.8%Reduced
Renaissance Technologies LLC6,708$381.5K0.00%−5,600−45.5%Reduced
QRG Capital Management, Inc.6,740$383.3K0.00%+177+2.7%Added
Mutual of America Capital Management LLC6,789$386.1K0.00%−881−11.5%Reduced
CWM Advisors, LLC6,832$388.5K0.04%+773+12.8%Added
Cornell Pochily Investment Advisors, Inc.6,834$388.6K0.13%00.0%Unchanged
HSBC Holdings PLC6,981$398.2K0.00%−886−11.3%Reduced
Sovereign Financial Group, Inc.7,294$414.8K0.09%00.0%Unchanged
Hanson & Doremus Investment Management7,587$431.0K0.06%−1,030−12.0%Reduced
SG Americas Securities, LLC8,053$458.0K0.00%−12,125−60.1%Reduced
Cambridge Investment Research Advisors, Inc.8,062$458.0K0.00%+270+3.5%Added
Carl P. Sherr & Co., LLC8,170$464.6K0.23%00.0%Unchanged
Millennium Management LLC8,220$467.5K0.00%−25,397−75.5%Reduced
Pictet Asset Management Holding SA8,689$494.1K0.00%00.0%Unchanged
Trust Co of Vermont8,756$498.0K0.02%00.0%Unchanged
Strategic Financial Services, Inc,8,812$501.1K0.03%−223−2.5%Reduced
Amundi8,691$514.2K0.00%−12,412−58.8%Reduced
Advisor Group Holdings, Inc.9,358$532.2K0.00%+940+11.2%Added
Mercer Global Advisors Inc9,496$540.1K0.00%+71+0.8%Added
Los Angeles Capital Management LLC9,558$543.6K0.00%00.0%Unchanged
CI Private Wealth, LLC9,678$550.4K0.00%−19−0.2%Reduced
Fulton Bank, N.A.9,880$561.9K0.02%+125+1.3%Added
Truist Financial Corp10,432$593.3K0.00%−671−6.0%Reduced
Aquatic Capital Management LLC10,627$604.4K0.01%+4,364+69.7%Added
Meridian Wealth Partners, LLC10,934$621.8K0.09%00.0%Unchanged
Alliance Wealth Advisors, LLC11,011$626.2K0.34%−359−3.2%Reduced
Bank of Montreal11,040$627.8K0.00%+40+0.4%Added
Gallagher Fiduciary Advisors, LLC11,054$628.6K0.02%+2,026+22.4%Added
Raymond James Financial Inc11,095$631.0K0.00%+15+0.1%Added
KLP Kapitalforvaltning AS11,100$635.6K0.00%+1,100+11.0%Added
AQR Capital Management LLC11,534$656.0K0.00%−447−3.7%Reduced
Police & Firemen's Retirement System of New Jersey11,810$671.6K0.01%+672+6.0%Added
Handelsbanken Fonder AB11,816$672.0K0.00%00.0%Unchanged
Natixis Advisors, L.P.12,073$687.0K0.00%−45−0.4%Reduced
Oregon Public Employees Retirement Fund12,144$690.6K0.01%+100+0.8%Added
Franklin Resources Inc12,273$698.0K0.00%−380−3.0%Reduced
SEI Investments Co12,831$729.7K0.00%−2,599−16.8%Reduced
Level Four Advisory Services, LLC13,293$756.0K0.03%+1,099+9.0%Added
Occudo Quantitative Strategies LP13,385$761.2K0.09%+3,763+39.1%Added
Commonwealth of Pennsylvania Public School Empls Retrmt Sys13,569$771.7K0.00%+965+7.7%Added
American Century Companies Inc14,399$818.9K0.00%+43+0.3%Added
Voya Investment Management LLC14,501$824.7K0.00%+211+1.5%Added
Amalgamated Bank15,017$854.0K0.01%+48+0.3%Added
Two Sigma Investments, LP15,027$854.6K0.00%−20,821−58.1%Reduced
State Board of Administration of Florida Retirement System15,108$859.2K0.00%00.0%Unchanged
Cetera Investment Advisers15,175$863.0K0.00%+4,275+39.2%Added
Atria Investments LLC15,321$871.3K0.01%+5,489+55.8%Added
Arizona State Retirement System15,420$876.9K0.01%+343+2.3%Added
Maryland State Retirement & Pension System15,532$883.3K0.02%+167+1.1%Added
Zurcher Kantonalbank (Zurich Cantonalbank)15,607$887.6K0.00%+1,333+9.3%Added
Teachers Retirement System of the State of Kentucky15,949$907.0K0.01%−1,160−6.8%Reduced
Adage Capital Partners GP, L.L.C.16,675$948.3K0.00%−53,429−76.2%Reduced
HighTower Advisors, LLC17,030$968.5K0.00%−119−0.7%Reduced
Moody National Bank Trust Division17,265$981.9K0.09%00.0%Unchanged
MML Investors Services, LLC17,651$1.00M0.00%+1,414+8.7%Added
Dynamic Technology Lab Private Ltd17,690$1.01M0.14%+6,740+61.6%Added
New York State Common Retirement Fund18,049$1.03M0.00%+1,800+11.1%Added
Ensign Peak Advisors, Inc19,008$1.08M0.00%00.0%Unchanged
Y-Intercept (Hong Kong) Ltd19,060$1.08M0.03%+6,850+56.1%Added
Yousif Capital Management, LLC19,665$1.12M0.01%+225+1.2%Added
Comerica Bank19,900$1.13M0.00%+156+0.8%Added
State of Tennessee, Treasury Department20,169$1.15M0.00%−1,704−7.8%Reduced
Lazard Asset Management LLC20,468$1.16M0.00%+201+1.0%Added
Susquehanna Portfolio Strategies, LLC22,053$1.25M0.03%+22,053New
Janus Henderson Group PLC23,412$1.33M0.00%00.0%Unchanged
Teacher Retirement System of Texas24,291$1.38M0.01%−2,187−8.3%Reduced
Louisiana State Employees Retirement System24,700$1.40M0.03%−100−0.4%Reduced
Nisa Investment Advisors, LLC24,794$1.42M0.01%+129+0.5%Added
Susquehanna Fundamental Investments, LLC25,297$1.44M0.04%−4,060−13.8%Reduced
Intech Investment Management LLC25,846$1.47M0.01%00.0%Unchanged
Commonwealth Equity Services, LLC26,713$1.52M0.00%+1,064+4.1%Added
Manufacturers Life Insurance Company, The27,612$1.57M0.00%−1,426−4.9%Reduced
Illinois Municipal Retirement Fund27,895$1.59M0.02%−1,414−4.8%Reduced
Royal Bank of Canada27,951$1.59M0.00%−1,517−5.1%Reduced
Mirae Asset Global ETFs Holdings Ltd.29,034$1.65M0.00%−2,107−6.8%Reduced
LPL Financial LLC29,654$1.69M0.00%+1,760+6.3%Added
State of Alaska, Department of Revenue31,462$1.79M0.02%+2,279+7.8%Added
MetLife Investment Management31,602$1.80M0.01%+1,449+4.8%Added
Canandaigua National Bank & Trust Co31,805$1.81M0.17%00.0%Unchanged
Anchor Capital Advisors LLC33,024$1.88M0.06%−113−0.3%Reduced
State of New Jersey Common Pension Fund D33,615$1.91M0.01%+2,553+8.2%Added
Voloridge Investment Management, LLC34,725$1.97M0.01%+4,933+16.6%Added
Toroso Investments, LLC35,354$2.01M0.01%+612+1.8%Added
Deutsche Bank AG35,446$2.02M0.00%−6,805−16.1%Reduced
Rafferty Asset Management, LLC35,956$2.04M0.01%+2,545+7.6%Added
Thrivent Financial for Lutherans39,823$2.27M0.00%−1,565−3.8%Reduced
Waterford Advisors, LLC64,107$2.55M0.94%+64,107New
GW&K Investment Management, LLC47,361$2.69M0.02%−2,032−4.1%Reduced
Price T Rowe Associates Inc47,526$2.70M0.00%+4,397+10.2%Added
Stifel Financial Corp47,912$2.72M0.00%+13,774+40.3%Added
Great West Life Assurance Co48,516$2.76M0.00%−2,171−4.3%Reduced
Jane Street Group, LLC48,556$2.76M0.00%−97,163−66.7%Reduced
California State Teachers Retirement System48,580$2.76M0.00%+191+0.4%Added
Hilton Capital Management, LLC49,827$2.83M0.23%+4,632+10.2%Added